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It is only possible to include the first value or the first and second value.

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1. Setup Xledger Test Client.
2. Open the Xledger Test Client and enter:
   1. User Name: username.
   2. Password: password.
   3. EntityCode: Company code for the company that the invoice belongs to.
   4. Web Service Method: Export - GetSupplierTransactions or Export - GetCustomerTransactions depending on if its customer og supplier transaction, (when uncertain do two requests to get all payments).
   5. Free Text: leave blank.
   6. Filter: Set a date filter to avoid too much data.
      
      Eaxmple:
      
      [Created] > "2016-03-01 00:00:00".
      
      
   7. DataOption: All
3. Copy the data from Step 2 above to a text editor and search for <MatchID>insert a match id</MatchID>.
4. Locate the transaction with <TrSource> = AP or AR. This is the invoice and should have a <InvoiceNo> matching a tbl_document.document_no in Dataloy VMS.
5. Locate the transaction with one of the <TrSource> values: DR, AB, OCR, BA, GL, CHD.
   1. If A or B is missing, then this is the reason why no payment has been transferred to Dataloy VMS.
   2. If both A and B is there, there is a problem with the integration. Register a support case at Dataloy Support.

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setupXledgerTestClient setupXledgerTestClient

Setup Xledger Test Client

Xledger Test Client can be used for getting to  retrieve data from Xledger that can be used for checking investigating a problem, for instance missing payments from Xledger to Dataloy VMS. To setup the client follow these steps:

1. Install a certificate for your the Xledger user account in Windows. To install:
2. Download from , unzip, install and run http://apps.xledger.net/CertificateManager/XCertificateManagerSetup.zipUnzip, install and run.
   1. Select Get New Certificate.
   2. Type Enter the Xledger Web Service User Name and Password.
   3. Select Get Security Code (E-mail).
   4. Type Enter the Security Code.
   5. Select Get Certificate and the Certificate should . The certificate will automatically be installed automatically.
3. Download and install Xledger Test Client:   http://apps.xledger.net/WebServices/XWSTestClient.zip.
4. Start the client and check that the certificate is listed in the first drop down selector.
5. Enter username and password.
6. Choose the Select Web Service Method you want.
7. Filter the needed data you need.
8. Always use DataOption: All
9. Click Get DataSet to call contact the Xledger Web Service.
    

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